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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,966 | $63,949+62.6% | $129,031-19.4% | $94,015+10.6% |
| Participation rate | 75.0% | 63.4%+11.6pp | 73.4%+1.6pp | 70.8%+4.2pp |
| Annual return | 11.07% | 17.56%-6.5pp | 34.67%-23.6pp | 17.84%-6.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $5,057 | $3,686+37.2% | $5,217-3.1% | $4,249+19.0% |
| Admin fee / account holder | $33,410 | $5,523+504.9% | $13,208+153.0% | $8,951+273.2% |